Robert Hansen is a financial advisor with Vantage Point Investments, Inc., holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at various firms including GBS Financial Corp. and Prosper Wealth Solutions, and has been with Vantage Point Investments since 2013. Outside of his advisory role, he is an associated person of Managed Account Research Inc., focusing on managed futures, commodities, and options, and also works as an independent insurance agent selling fixed life contracts. Vantage Point Investments, Inc. provides fee-based investment management and financial planning to individuals, families, trusts, retirement plans, and business entities. The firm manages approximately $40 million across 200 client accounts, offering tailored portfolios that emphasize diversification, asset allocation, and ongoing monitoring, with strategies that may include covered-call options and managed futures.

Arthur Smithee Jr. is a financial advisor at Insight Investment Advisers LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Zellim, Inc., Diamond Wealth Management, LLC, and Joshua Management Group, LLC. Outside of advising, he manages medical device companies and consults on business and estate planning through his own firms. Insight Investment Advisers LLC provides discretionary investment management, project-based financial planning, and specialized 1031 exchange and Delaware Statutory Trust consulting for individuals, families, businesses, foundations, and retirement plans. The firm uses an evidence-based, momentum and trend-focused investment approach and delegates trade execution to a sub-advisor, with ongoing monitoring and periodic strategy reviews.

Elisa Schvaneveldt is a financial advisor at Bridge Generations Wealth Management with five years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Bridge Generations, she worked at Forum Financial Management, Brighton Recovery Center, and Ernst & Young LLP. She serves as co-treasurer for Wasatch Mountain Club, a nonprofit organization. Bridge Generations Wealth Management provides fee-based wealth and investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes a “Private CFO” process that integrates ongoing planning, intergenerational transfer, and philanthropic considerations with a diversified, evidence-based investment approach.

Gary Preisser Jr. is a financial advisor at Stonebriar Wealth, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Kinetic Investment Management and Polley Wealth Management. Outside of advising, Preisser manages a bookkeeping business, Gary Preisser, Inc. Stonebriar Wealth serves individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs a documented three-step process to create customized plans and uses a combination of fundamental, quantitative, and behavioral analysis in its investment approach, with family office-style coordination for complex client needs.

Jared Clayton is a financial advisor with Fortius Financial Advisors, LLC in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior work includes roles at Blue Mountain Realty, National Investment Advisors, Equitable Advisors, and Fidelity. Outside of his advisory work, he serves as a member of the Sandy, Utah City Planning Commission. Fortius Financial Advisors is a state-registered firm managing approximately $10 million across 62 client relationships with a four-advisor team. The firm serves individuals, trusts, pension plans, and private investment entities, utilizing mutual funds, exchange-traded funds, alternative investments, and separate account managers, while also advising on private pooled investment vehicles and 401(k) plans focused on real estate.

David Melling is a financial advisor at Jasmijn Capital Management, LLC, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at Jasmijn Capital Management since 2003 and was previously with Royal Alliance Associates from 1991 to 2018. In addition to his advisory role, he is a licensed insurance agent. Jasmijn Capital Management provides discretionary investment management to individuals, trusts, and estates through its Advisor Managed Portfolios platform. The firm emphasizes risk-based optimization and employs model sub-portfolios, managing approximately $71 million across 249 client accounts.

Celina Ochoa is a CFP® professional with 13 years of experience in financial services. She currently works at Haynie Wealth Management LLC and has prior experience at Northwestern Mutual and JP Morgan Securities. Haynie Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term investment approach grounded in fundamental analysis, constructing diversified portfolios using low-cost mutual funds and ETFs, along with individual stocks, bonds, options, and publicly traded REITs when appropriate.

Matthew Pappas is a financial advisor at Cottonwood Wealth Strategies, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley. Pappas serves as a board member for Silicon Slopes, a nonprofit organization. Cottonwood Wealth Strategies is a fee-only registered investment adviser providing investment and wealth management, financial planning, and retirement plan services to individuals, trusts, businesses, and plan sponsors. The firm manages approximately $279 million across about 230 clients, emphasizing risk-adjusted, tax-efficient asset allocation through a mix of active and passive strategies.

Triton Lee is a financial advisor at Cannon Capital Management, Inc. based in Salt Lake City, UT. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cannon Capital Management and its affiliated tax firm, Lee worked at Netgain Solutions, Inc. and Deloitte. Cannon Capital Management is an SEC-registered, fee-based investment adviser managing approximately $386 million for a diverse client base that includes high-net-worth individuals, retirement plan sponsors, trusts, estates, nonprofits, and business entities. The firm employs a disciplined investment approach focused on diversified portfolios across public and private markets and offers coordinated investment and tax services through its affiliation with Cannon Capital Tax, LLC.

Aaron Graham is a financial advisor at AG Financial in Salt Lake City, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with AG Financial and operating independently since 2006, and has also been associated with United Planners Financial Services since 2005. AG Financial provides fee-only investment supervisory and consulting services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach focuses on broadly diversified portfolios and systematic strategies tailored to each client’s risk tolerance, time horizon, tax considerations, and liquidity needs.

Mark Durham is a financial advisor at Medicus Wealth Planning, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and co-owns Durham & Company LLC, a CPA practice specializing in tax preparation, payroll, and bookkeeping. Medicus Wealth Planning, Inc. serves individuals, high-net-worth clients, and retirement plans with discretionary portfolio management and goal-based financial planning. The firm combines fundamental analysis and modern portfolio theory to create tailored investment strategies and manages approximately $130 million in client assets.

Mark Lyman is a financial advisor at LymanWealth LLC with two years of industry experience. He holds a Series 65 designation and has worked at ConvergeOne since 2012. LymanWealth LLC provides discretionary portfolio management focused on high-risk capital growth through automated model portfolios using leveraged exchange-traded funds. The firm serves primarily retail investors and employs a quantitative algorithm that applies systematic trading rules to leveraged ETFs.

Brett Lyman is a financial advisor at LymanWealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Entrata, Aumni, and Podium Corp Inc. before joining LymanWealth. LymanWealth LLC provides discretionary portfolio management to individual investors seeking high-risk capital growth through automated model portfolios composed exclusively of leveraged exchange-traded funds. The firm uses a quantitative algorithm to drive investment decisions and primarily serves retail clients.

Kade Archibald is a financial advisor at Peterson Rogers Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Maddix Capital and Mercato Partners. Prior to his financial career, he spent six years with the Cache County School District. Peterson Rogers Private Wealth offers tailored wealth management and advisory services to family offices, high-net-worth individuals, business owners, and institutional retirement plans. The firm employs a multi-asset, multi-disciplinary approach focusing on long-term asset allocation and custom portfolios that include public and alternative investments.

Chace Cannon is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Cannon Capital Management, Inc. since 2009. He is also affiliated with Cannon Capital Tax, LLC. Cannon Capital Management is an SEC-registered, fee-based investment adviser managing approximately $386 million with a team of four advisors. The firm serves individual clients, retirement plan sponsors, trusts, estates, nonprofits, and business entities, offering discretionary investment management, financial planning, and pension consulting services. Their investment approach emphasizes diversified portfolios across multiple asset classes, with a focus on valuation discipline and an explicit avoidance of leveraged securities.

Daren Wright is a financial advisor at Cottonwood Asset Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Allegis Investment Advisors and Garda Financial. Outside of his advisory role, he manages private equity investments through Nuvo Ventures, LLC and Citius Ventures, LLC, and is involved with a trucking company, Royal Broadcast Company. Cottonwood Asset Management serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm combines fundamental and sector analysis with disciplined asset allocation, incorporating fixed-income duration management and derivative strategies, supported by an affiliated accounting practice and licensed insurance representatives.

Jeff Bland is a financial advisor at Burrus with 24 years of industry experience. He holds a Series 66 designation and has been with Burrus Financial Services since 2006. Outside of his advisory role, he operates a financial-literacy business that provides education to employers and employees. Burrus Financial Services offers personalized financial planning and discretionary investment management to individuals, corporations, and small businesses. The firm employs a strategic asset-allocation approach focused on globally diversified no-load and low-load mutual funds and ETFs, managing client accounts on a discretionary basis while including financial planning at no additional charge.

Ronald Olson is a financial advisor at R.O.I. with 32 years of industry experience. He has been with Ronald Olson, Inc. since 1992. He holds a Series 63 designation. R.O.I. is a family-managed advisory firm serving individual clients and couples, including both high-net-worth and non-HNW households. The firm offers active investment management and comprehensive financial planning, utilizing a proprietary Best Funds List updated monthly and providing individualized quarterly reporting and regular client communications.

John Sperry is a financial advisor at Dynamic Wealth Advisors with five years of industry experience. He holds Series 65 and Series 66 credentials and has been self-employed since 2009. Dynamic Wealth Advisors is a fee-based registered investment adviser offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm employs a risk-focused investment process incorporating model-based strategies, including the active use of derivatives and shorting within managed accounts.

Andria Stubbs is a financial advisor at Gemini Wealth with a Series 65 designation and two years of industry experience. Prior to joining Gemini Wealth, she worked at Hogan French Financial Services and Hogan Financial Services. Outside of finance, Stubbs works as a lighting designer for the Utah Jazz basketball organization. Gemini Wealth serves plan sponsors and clients seeking financial planning and education by providing limited-scope ERISA 3(21) fiduciary services, standalone financial plans, and public seminars. The firm introduces clients to a third-party manager for portfolio implementation, focusing on academic investment frameworks and regular performance reviews rather than direct asset management.